by Finley Stetson | Nov 13, 2018 | Taxes
Strategic Planning Guidance in Light of the Midterm Results Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to see estate...
by Finley Stetson | Sep 11, 2018 | Taxes
New Choices and Opportunities for Tax Savings Are you a business owner curious about the new Section 199A deduction? Although the deduction became effective on January 1, 2018, guidance on how it would be calculated was delegated to the Internal Revenue Service (IRS)...
by Finley Stetson | Jul 10, 2018 | Taxes
Important Estate Planning Tips You Should Act on Now Like all things, tax laws are constantly changing. Together, we need to respond quickly and strategically to the new developments in the tax law landscape. While you shouldn’t wait to review your estate plan in...
by Finley Stetson | Feb 13, 2018 | Estate Planning, Taxes, Wills, Trusts & Estate
Have you ever wondered what would happen to your debts if you passed away before paying them off? Will your loved ones be obligated to pay your debts or will they simply disappear? Every person’s debt landscape is different, and the best approach is to create a...
by Finley Stetson | Jan 9, 2018 | Business Law, Tax and Business Law, Taxes
In December 2017, Congress passed, and President Trump signed a sweeping tax reform bill commonly known as the Tax Cuts and Jobs Act. This Act contains significant changes that will impact your estate planning and income tax situation going forward. Estate Tax Changes...
